100% Satisfied

It’s been a few months since we moved to XLR8, and we are 100% satisfied that we made the right choice. Rather than working directly through Salesforce or another consultant, the transition was much easier since XLR8 has already done the build-outs for Financial Advisors, and they had the integrations for Black Diamond and Schwab.
The XLR8 team was very thorough with our Data Migration, and their Training allows us to feel much more confident using XLR8 than we did with our previous system – and it’s helping us move towards Paperless.

Jennifer M.
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